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Name Holding Trade Value Shares
Change 		Change in
Stake
XM
501
XTX Markets
New York
$700K +$830K +20,025 New
FWM
502
FSA Wealth Management
Massachusetts
$698K +$31.1K +750 +4%
CWS
503
Cypress Wealth Services
California
$697K +$294K +7,095 +55%
CFG
504
Citizens Financial Group
Rhode Island
$695K +$622K +15,000 +308%
AIS
505
American Investment Services
Massachusetts
$673K – – –
PIMG
506
Patriot Investment Management Group
Tennessee
$669K +$26.1K +630 +3%
PWP
507
Principle Wealth Partners
Connecticut
$666K +$62.2K +1,500 +9%
MWPCG
508
Measured Wealth Private Client Group
New Hampshire
$665K -$13.7K -330 -2%
COI
509
Connable Office Inc
Michigan
$664K -$910K -21,960 -54%
MA
510
Mutual Advisors
Nebraska
$662K +$46.6K +1,125 +6%
RCAG
511
Rehmann Capital Advisory Group
Michigan
$661K +$785K +18,945 New
CAM
512
Claret Asset Management
Quebec, Canada
$661K -$25.5K -615 -3%
GC
513
Garde Capital
Washington
$660K -$249K -6,000 -24%
RIA
514
Realta Investment Advisors
Delaware
$657K -$461K -11,130 -37%
MFG
515
Magnus Financial Group
New York
$656K +$778K +18,765 New
FCI
516
Financial Counselors Inc
Kansas
$652K -$49.1K -1,185 -6%
KFA
517
Krane Funds Advisors
New York
$646K -$460K -11,085 -37%
EP
518
EPIQ Partners
Minnesota
$637K +$113K +2,715 +17%
CHAM
519
Clear Harbor Asset Management
Connecticut
$636K -$797K -19,215 -51%
ACM
520
AlphaCrest Capital Management
New York
$635K +$753K +18,165 New
PAG
521
Private Advisory Group
Washington
$629K +$416K +10,035 +126%
RC
522
RBF Capital
California
$629K +$746K +18,000 New
PFA
523
Pinnacle Family Advisors
Missouri
$626K +$310K +7,470 +70%
AMCA
524
Arthur M. Cohen & Associates
Illinois
$623K +$11.2K +270 +1%
WKWM
525
Walter & Keenan Wealth Management
Indiana
$623K +$805K +19,410 New
19 20
21
22 23